Receive Registrations from Salesforce to Zuddl
The Salesforce to Zuddl integration requires a Salesforce Campaign to import campaign members as registrants into a Zuddl event/webinar. You can link any Salesforce campaign to a Zuddl event/webinar for the integration to import registrants from. You can add multiple campaigns as the source. The integration imports all the campaign members as registrants to your Zuddl event/webinar.
The registrants appear in People > Attendees with the status “Registered.”
Note:
- The integration imports all the existing and new members added to the Campaign as registrations into Zuddl.
- The integration does not import any registrant email address from Salesforce already in the Zuddl event/webinar.
Warning
Before you enable the event-level integration, ensure that the “Event invitation” email for attendees has been toggled on from the Communication menu. Without this enablement, registrants will not receive any event invitation.
Map lead custom fields
In Salesforce, you can leverage the Campaigns object to track event-level data from Zuddl. To receive registrant details, a Zuddl event/webinar must be tied to a Salesforce campaign. A campaign ID links a Zuddl event/webinar with a Salesforce campaign.
- Inside the Zuddl dashboard, go to Integrations.
On the Salesforce integration card, click Customize in the Import section. The Import section shows a Disabled status before turning on the integration.
Toggle on the integration. This enables the integration settings.
A new Salesforce lead is added as an event/webinar registrant in Zuddl. Under the Lead custom fields tab, map any custom Salesforce lead fields to suitable custom fields in your Zuddl registration form.
Prerequisite
A Zuddl registration form with all the required fields must be created before you start with the mapping.
- Select a custom field in the Zuddl registration fields dropdown.
- Choose a suitable Lead field from the Lead fields dropdown.
- Click the +Add field to add map more fields in the same way.
Click Save.
For the registrants who have already been synced to Zuddl, it is important to map the custom Contact fields in Salesforce to the custom registration form fields in Zuddl to ensure that updated field values are passed to your event/webinar.
Map custom contact fields
You can also pass campaign member fields to Zuddl using this mapping.
Under the Contact custom fields tab, map any custom fields added to your Salesforce instance to suitable registration form fields in Zuddl.
Prerequisite:
A Zuddl registration form with all the required fields must be created before you start with the mapping.
- Select a field in the Contact fields dropdown.
- Choose a suitable custom field from the Zuddl registration fields dropdown.
- Click +Add field to add map more fields in the same way.
- Click Save.
Connect your Salesforce campaign
Next, on your Salesforce instances, go to the campaign page. The URL of the campaign page contains the campaign ID. Copy the campaign ID from the Salesforce URL.
Paste the copied campaign ID on the Campaign ID field and click Save.
All existing campaign members and new members added to the campaign are registered for the Zuddl event/webinar.
Note:
- Ensure that Zuddl and Salesforce object fields have compatible data types. If fields with incorrect data types are mapped, data could be lost.
- Once the integration is turned on, its status changes to Active on the Import section, as shown below.
More options
For each campaign Id, there are additional options, as explained below:
- Edit: This option lets you edit a previously entered campaign Id. This stops importing campaign members from the old campaign and starts from the other campaign. The registrant imported so far by the previous campaign Id does not get deleted.
- Delete: This deletes the campaign and stops importing from the same. Deleting a campaign from Salesforce does delete the existing registrants in Zuddl.
